MUTUAL FUND

A simple investment avenue to grow your wealth in systematic and safe way

We are financial consultants that help you with goal based investing through mutual funds, as per your risk return metrics.

What is Mutual Fund

They are professionally managed funds by asset management companies and fund houses that pools investments from several individual with same investment objective and in line with the fund’s investment mandate.

  1. Diversification
  2. Economical
  3. Transparent
  4. Tax efficient

Mutual funds are an excellent vehicle to park surplus funds and accumulate wealth. They offer flexibility in the mode of investment, lump-sum or SIP or STP and diversification to mitigate risk.

CONTACT US
WEALTH
INSTA
FUNDS
SAVE
TAX
EASY SWITCH REDEEM
PORTFOLIO TRACKING
FLEXI INVEST
GOAL BASED
HOW WE DO IT

We seek to understand your financial needs, and suggest you a fund that aligns with your risk profile, time horizon and purpose of investment.

Define your
financial goal
Define your
time horizon
Choose
the fund
Monitor
and review
CUSTOMIZED INVESTMENT OPTIONS

Make Goal Based Investment

Child Education

Education costs are increasing significantly; it’s an unavoidable expense and can become burdensome if not planned properly. Secure your child’s education by investing in mutual funds.

Dream Home

Buying a dream house needs a life time of savings. Through proper planning and investing in mutual funds, and reaping the benefits of compounding one can fulfil this goal.

Child Marriage

Plan your child’s wedding and be prepared for the future. Start investing in mutual funds and build your corpus for it.

Dream Vacation

Plan your dream vacation by monthly allocating your savings in mutual funds and take the advantage of compounding.

Wealth Creation

With diversification benefits, inflation beating returns and compounding effect, mutual funds are considered as one of the best avenues to park in your funds. One can invest in lump-sum or through SIP.

Contact our Fund Manager

CALL US ON

+919998473532

Your financial consultant is just a call away, Give us a missed call on +91-90999 00106 - or -

CONTACT US

A trustworthy wealth management group serving our clients from over a decade to multify the wealth of investors

10 +

Years

500 +

Customers

13 Million

Transactions

40+Cr

Total AUM

WHAT MAKES US DIFFERENT

Check what we offer so different to our customers

  • Tailor-made plans
  • Wide range of products
  • One-stop financial hub
  • Experienced financial consultants
TESTIMONIALS

We are our peopl’s voice, Checout what our customers say for us

“ Mr Nirav Soni is one of the finest Financial Advisor in India. He provides us with NRI service in wealth management. He is vigilant, thorough and responsible about the changing scenarios in the market and guides and advices accordingly. He is flexible and emerges as a winner in all the situations. Glad to be part of Youwin Investment Services ”

KUSHAL LOHIA PwC UK

“ We have been working with YouWin Investment for last 2 years. We have found them extremely professional, proactive in approach & trust-worthy. They also go to the extent of helping out in areas other than what they handle for us out of goodwill. In today's world, expertise is a necessity and beyond that, 2 words are needed when it comes to handling portfolio - "Trust" & "Service" and we are completely satisfied with both incase of YouWin Investment. Wishing them all the best for bright future. ”

Saleel Y Bhatt Founder SciKnowTech

“ We have been taking services from Mr. Nirav Soni since over 12 years now. Youwin assures best in the market returns. They give the right advice for your investment goals. ”

Parashar Vachhrajani VP @ CMC MACHINERY

“ I have great honor of writing about Niravbhai Soni I have worked with him for last more than 10 years He has been managing my financial portfolio very efficiently and has great knowledge about the subject My finances are very well managed by Niravbhai He always calls me with his suggestions for improvement and thus far I am very happy with his services I wish him good luck in his future career. If you need any further information,my phone numbers are listed with Mr Soni Sincerely Shubhang Mazumdar MD ”

Shubhang Majmudar USA

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